Westside Investment Management, Inc.
SANTA MONICA CA · SEC CIK 0001538383
$6.53亿2026Q1 申报市值
1,477持仓数
24.4%前十大占比 · 第一大 3.7%
46 / 83新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IEFA 加仓+$1,029.37万
WISDOMTREE U S 加仓+$238.46万
AAPL 加仓+$192.57万
ADBE 加仓+$189.50万
IAU 加仓+$178.68万
2026Q1 卖出最多 按季末市值估算
SCHWAB PRIME ADV 减仓-$291.18万
SCHWAB MUNICIPAL 减仓-$254.00万
GLD 减仓-$142.85万
COHR 减仓-$103.88万
MU 减仓-$97.29万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY 500 INDEX | $12.88万 | 0.02% | 561 | 0 | 0.0% | — | 不变 |
| — | LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 | $12.99万 | 0.02% | 120,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $13.17万 | 0.02% | 1,029 | -157 | -13.2% | -$2.01万 | 减仓 |
| SHG | SHINHAN FINL GROUP CO FSPONSORED ADR 1 ADR REPS 1 ORD COM | $13.20万 | 0.02% | 2,125 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $13.24万 | 0.02% | 2,760 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE CAP VALUE I | $13.30万 | 0.02% | 2,268 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER | $13.61万 | 0.02% | 1,000 | 0 | 0.0% | — | 重新持有 |
| SYK | STRYKER CORP | $13.62万 | 0.02% | 413 | 23 | 5.9% | $7,587 | 加仓 |
| CFA | VICTORYSHARES US | $13.72万 | 0.02% | 1,500 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET | $13.90万 | 0.02% | 3,045 | 55 | 1.8% | $2,511 | 加仓 |
| REGN | REGENERON PHARMACEUTICAL | $13.92万 | 0.02% | 182 | 100 | 122.0% | $7.65万 | 加仓 |
| — | SCHWAB S&P 500 INDEX | $14.00万 | 0.02% | 8,274 | -388 | -4.5% | -$6,566 | 减仓 |
| — | AMERICAN FUNDS NEW WORLD A | $14.08万 | 0.02% | 1,517 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD ENERGY | $14.22万 | 0.02% | 842 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $14.25万 | 0.02% | 907 | -975 | -51.8% | -$15.32万 | 减仓 |
| AXON | AXON ENTERPRISE | $14.28万 | 0.02% | 342 | 217 | 173.6% | $9.06万 | 加仓 |
| — | DFA INVESTMENT GRADE I | $14.35万 | 0.02% | 14,142 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC DEL | $14.40万 | 0.02% | 2,160 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $14.42万 | 0.02% | 1,793 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $14.62万 | 0.02% | 2,360 | 0 | 0.0% | — | 不变 |
| — | BAIRD CORE INTERMEDIATE MUNICPL BD INSTL | $14.65万 | 0.02% | 14,193 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $14.66万 | 0.02% | 1,116 | 0 | 0.0% | — | 不变 |
| HSIC | HENRY SCHEIN | $14.74万 | 0.02% | 2,000 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES MSCI | $14.78万 | 0.02% | 3,850 | 3,570 | 1,275.0% | $13.70万 | 加仓 |
| ANET | ARISTA NETWORKS | $14.79万 | 0.02% | 1,168 | -4 | -0.3% | -$506 | 减仓 |
| PHO | INVESCO WATER | $14.83万 | 0.02% | 2,217 | 701 | 46.2% | $4.69万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $15.06万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| TMSL | T ROWE | $15.27万 | 0.02% | 4,165 | 650 | 18.5% | $2.38万 | 加仓 |
| ONEQ | FIDELITY NASDAQ | $15.28万 | 0.02% | 1,800 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL | $15.33万 | 0.02% | 430 | 0 | 0.0% | — | 不变 |
| SPSB | STATE STREET | $15.37万 | 0.02% | 5,111 | 528 | 11.5% | $1.59万 | 加仓 |
| VEA | VANGUARD FTSE | $15.39万 | 0.02% | 2,402 | 1,385 | 136.2% | $8.88万 | 加仓 |
| AZN | ASTRAZENECA PLC F | $15.65万 | 0.02% | 779 | 779 | — | $15.65万 | 新建仓 |
| LIN | LINDE PLC F | $15.68万 | 0.02% | 312 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS SMALLCAP WORLD A | $15.71万 | 0.02% | 2,143 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $15.99万 | 0.02% | 1,349 | 132 | 10.8% | $1.56万 | 加仓 |
| PWR | QUANTA SVCS INC | $16.14万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS GROWTH FUND OF AMER A | $16.16万 | 0.02% | 2,169 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST ALPHA ARCH | $16.28万 | 0.02% | 1,400 | 500 | 55.6% | $5.81万 | 加仓 |
| NVO | NOVO NORDISK | $16.32万 | 0.03% | 4,430 | -200 | -4.3% | -$7,370 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS | $16.36万 | 0.03% | 3,055 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES ESG | $16.42万 | 0.03% | 1,355 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $16.85万 | 0.03% | 925 | -2 | -0.2% | -$364 | 减仓 |
| — | LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 | $17.08万 | 0.03% | 165,000 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO DEL | $17.08万 | 0.03% | 14,789 | -3,178 | -17.7% | -$3.67万 | 减仓 |
| TGT | TARGET CORP EQUITY CLASS EQUITY | $17.44万 | 0.03% | 1,440 | -169 | -10.5% | -$2.05万 | 减仓 |
| HEDJ | WISDOMTREE EUROPE | $17.55万 | 0.03% | 3,356 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $17.64万 | 0.03% | 1,097 | 0 | 0.0% | — | 不变 |
| — | DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 | $17.76万 | 0.03% | 160,000 | 0 | 0.0% | — | 不变 |
| IQDG | WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND | $17.87万 | 0.03% | 4,391 | 0 | 0.0% | — | 不变 |
| — | DFA US LARGE COMPANY I | $18.01万 | 0.03% | 4,124 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES RUSSELL | $18.30万 | 0.03% | 965 | 25 | 2.7% | $4,740 | 加仓 |
| BKR | BAKER HUGHES | $18.32万 | 0.03% | 3,000 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP | $18.93万 | 0.03% | 526 | 0 | 0.0% | — | 不变 |
| TOTL | STATE STREET | $19.07万 | 0.03% | 4,800 | 0 | 0.0% | — | 不变 |
| — | FIDELITY ADVISOR SMALL CAP VALUE A | $19.08万 | 0.03% | 9,684 | 3,017 | 45.3% | $5.94万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V F | $19.45万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| — | AMERICAN FUNDS WASHINGTON MUTUAL A | $19.61万 | 0.03% | 3,102 | 0 | 0.0% | — | 不变 |
| — | DFA US CORE EQUITY 2 I | $19.82万 | 0.03% | 4,522 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI USA MIN VOLFACTOR ETF | $19.83万 | 0.03% | 2,134 | -304 | -12.5% | -$2.82万 | 减仓 |
| — | ARISTOTLE CORE INCOME I-2 | $19.94万 | 0.03% | 20,616 | 20,616 | — | $19.94万 | 新建仓 |
| — | AMERICAN CENTURY DIVERSIFIED BOND INV | $19.96万 | 0.03% | 21,746 | 21,746 | — | $19.96万 | 新建仓 |
| IYJ | ISHARES U S | $20.07万 | 0.03% | 1,360 | 0 | 0.0% | — | 不变 |
| — | BLACKROCK CALIFORNIA MUNI OPPS INSTL | $20.28万 | 0.03% | 17,175 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $20.31万 | 0.03% | 1,544 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $20.47万 | 0.03% | 867 | 1 | 0.1% | $236 | 加仓 |
| REX | REX AMERICAN | $20.51万 | 0.03% | 4,500 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10YR | $21.20万 | 0.03% | 2,221 | -845 | -27.6% | -$8.07万 | 减仓 |
| — | AMERICAN FUNDS NEW PERSPECTIVE A | $21.37万 | 0.03% | 3,166 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $21.43万 | 0.03% | 434 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $21.55万 | 0.03% | 7,495 | -160 | -2.1% | -$4,600 | 减仓 |
| ESLT | ELBIT SYSTEMS LTD F | $21.78万 | 0.03% | 245 | 245 | — | $21.78万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC CLASS A | $21.81万 | 0.03% | 3,787 | 553 | 17.1% | $3.19万 | 加仓 |
| SCHD | SCHWAB U S DIVIDEND EQUITY ETF | $21.95万 | 0.03% | 7,175 | -196 | -2.7% | -$5,996 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF | $21.97万 | 0.03% | 2,219 | 444 | 25.0% | $4.40万 | 加仓 |
| — | RIVERNORTH OPPORTUNITIES | $22.20万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY | $22.23万 | 0.03% | 899 | -1 | -0.1% | -$247 | 减仓 |
| IBM | IBM CORP | $22.43万 | 0.03% | 917 | -30 | -3.2% | -$7,337 | 减仓 |
| AEP | AMERICAN ELECTRIC | $22.54万 | 0.03% | 1,715 | -72 | -4.0% | -$9,462 | 减仓 |
| SPMD | STATE STREET | $23.10万 | 0.04% | 3,868 | -3,153 | -44.9% | -$18.83万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $23.12万 | 0.04% | 2,172 | 0 | 0.0% | — | 不变 |
| FMHI | FIRST TRUST | $23.29万 | 0.04% | 4,900 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BANK OF CANADA F | $23.33万 | 0.04% | 1,438 | 0 | 0.0% | — | 不变 |
| TXUE | THORNBURG INTL | $23.49万 | 0.04% | 7,278 | 7,278 | — | $23.49万 | 新建仓 |
| MDY | SPDR S&P | $23.56万 | 0.04% | 380 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $23.66万 | 0.04% | 272 | 0 | 0.0% | — | 不变 |
| DBA | INVESCO DB | $23.84万 | 0.04% | 8,724 | 1,000 | 12.9% | $2.73万 | 加仓 |
| PPH | VANECK PHARMACEUTICAL ETF | $24.49万 | 0.04% | 2,351 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P | $24.74万 | 0.04% | 414 | -75 | -15.3% | -$4.48万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $24.86万 | 0.04% | 2,674 | -122 | -4.4% | -$1.13万 | 减仓 |
| — | FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 | $25.09万 | 0.04% | 240,000 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $25.21万 | 0.04% | 2,380 | 0 | 0.0% | — | 不变 |
| RDVY | FIRST TRUST | $25.26万 | 0.04% | 3,700 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS EMERG MKT BD | $25.27万 | 0.04% | 3,847 | 400 | 11.6% | $2.63万 | 加仓 |
| CGIC | CAPITAL GROUP | $25.36万 | 0.04% | 7,660 | 4,410 | 135.7% | $14.60万 | 加仓 |
| — | AMERICAN FUNDS AMERICAN MUTUAL A | $25.88万 | 0.04% | 4,414 | 0 | 0.0% | — | 不变 |
| — | DEER PK TEX 4 32DB LTX DUE 03/15/32 | $26.17万 | 0.04% | 250,000 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES CORE | $26.29万 | 0.04% | 3,746 | 3 | 0.1% | $211 | 加仓 |
| CRWV | COREWEAVE INC | $26.39万 | 0.04% | 3,290 | 3,090 | 1,545.0% | $24.79万 | 加仓 |
| — | AUBURN ME 4 30GO UTX DUE 11/01/30 | $26.44万 | 0.04% | 250,000 | 0 | 0.0% | — | 不变 |